Add the customer name, quote status, next action, and follow-up date before saving.
Open JobsCleaning Quote Tools
Customer Follow-up Desk
A lightweight customer workspace for cleaning business owners to revisit saved quotes, prepare follow-up messages, and keep quote conversations moving.Customers
Turn saved quotes into follow-up action.
This desk reads the quotes saved in your browser and helps you follow up with customers without retyping the same message every time.
0 saved quotesSave a quote first to build a customer list.Create a quote
No customer list yet
Customers appear after the owner saves quotes.
This is not a public customer portal. It becomes useful after you save one quote with a customer name, status, and follow-up date from Jobs.
Sample tour / Customers
Use this page as the owner's follow-up bench.
Nina is not a contact record to admire. She is money waiting for a decision. Start with the selected customer, choose the channel, copy the script, and save what happened.
First customer workflow
Use Customers as a follow-up desk, not a contact dump.
Start with the quote, then add only the customer details that help you win or protect the job: contact method, follow-up date, scope notes, and whether this lead is worth chasing.
Phone, email, address, tags, and owner notes make the next message faster.
Review customersUse scope, follow-up, deposit, or boundary messages based on the customer's status.
Open TemplatesStarter examples
Sent quote: follow up in 48 hours with scope and booking window.
Accepted quote: request deposit, access details, and prep instructions.
Missing contact: collect phone or email before spending more owner time.
Customers with phone, email, tags, or notes saved locally.
Saved quotes that still need phone or email before follow-up.
Profiles with tags like recurring, office, Airbnb, or high-value.
Draft or sent quotes still waiting on a decision.
High-value, overdue, or missing-contact customers.
Quotes with no phone or email saved locally.
The next desk-wide owner action appears here.
Contact loop discipline
A follow-up is not finished until the next owner move is saved.
Open sent quotes, overdue dates, and high-value customers before low-value admin.
Find customerUse the message builder, then record the channel so the same customer does not get chased twice.
Use scriptsMark what happened after contact. A quote with no outcome is still owner work.
Update quoteSet the next action and date before leaving the desk so Reports can catch stale work.
Check reportsDuplicate customer cleanup
Consolidate repeat customer records without deleting quotes.
Customers with more than one saved quote appear here.
Merge profile fields, tags, and notes while keeping every quote in history.
Repeat customer records will appear here after multiple quotes share a customer name.
Owner action queue
Which customer deserves the next 10 minutes?
Due sent quotes and high-value open work rise to the top.
Call-first customers will appear here.
Missing contact or quote-readiness issues should be cleaned up before follow-up.
Fix-first customers will appear here.
Open value that should not quietly go cold.
High-value open customers will appear here.
Follow-up script queue
What should the owner send after the quote?
Short follow-up scripts for sent quotes and quick decisions.
Text follow-ups will appear here.
Longer scope, booking, and quote-summary messages.
Email follow-ups will appear here.
High-value, overdue, or missing-contact leads that need a human touch.
Call prompts will appear here.
Today follow-up pack
Copy the owner's next follow-ups in one pass.
Today priorityOverdue and high-value customers first.
Work call-ready items before casual texts. If contact is missing, fix the profile before chasing the quote.
Save sent quotes or missing-contact customers to build today's follow-up pack.
Ready when quotes are queued.
Customer priority map
Sort customers by owner action, not alphabetically.
Customers with meaningful quoted value, won work, or high-value tags.
High-value customers will appear here.
Sent quotes that are due now or getting stale.
Follow-up customers will appear here.
Declined, thin, overdue, or owner-review quotes that need a lesson captured.
At-risk customers will appear here.
Customers that need phone or email before the owner spends more time.
Missing-contact customers will appear here.
Recent customers
Quotes that may need a decision.
Showing all saved customers.
Today follow-upsContact the customers that can still turn into money.
Save sent quotes with customer names to build today's list.
Current list batchNo customers selected by filter
Use filters like Due follow-up, High value, or Missing contact first.Filter the customer list, then handle the visible follow-up work in one pass.
Saved quotes with customer names will appear here.
Customer profile
Keep the details that make the next quote faster.
Profiles stay local in this browser.
Customer desk rule
Keep follow-ups specific: reference the quoted amount, scope, and next decision. Avoid reopening price unless the customer changed the scope.